Dynamic Conflict and Compliance Analyst with extensive experience at Fennemore, LLP, adept at leveraging IntApp Open and Excel to streamline processes. Proven leader with a track record of enhancing team performance and implementing innovative risk management solutions, ensuring compliance and efficiency in high-stakes environments. Fluent in German.
Overview
32
32
years of professional experience
Work History
Conflict and Compliance Analyst
Fennemore, LLP
04.2023 - Current
Identified, evaluated, and managed potential legal and business conflicts of interest for new clients, matters, and lateral hires using Intapp and external databases, ensuring compliance across 24-office firm.
Reviewed new business intake forms for accuracy and ensured adherence to firm policies, supporting risk mitigation and compliance efforts.
Review and attach Engagement Letters to new matters in Intapp.
Reactivated closed clients and matters in 3E, updating conflicts in Intapp to facilitate re-engagement and streamline processes.
Manager/Conflict Screening Analyst
ArentFox Schiff, LLP
10.2021 - 10.2022
Trained, led, and supervised a team of up to ten JD Conflict Analysts across six states to integrate Legacy Conflicts Databases due to the merger of two national law firms with over 600 attorneys.
Conducted conflicts searches across two distinct databases, identifying and flagging potential issues for review.
Populated and updated firm’s Excel spreadsheet with conflict results, ensuring accurate and accessible data for analysis.
Reported findings and updates directly to Director of Loss Prevention, facilitating informed decision-making.
Records and Conflicts Manager
Patterson Belknap Webb & Tyler, LLP
05.2010 - 09.2019
Oversaw and directed the Conflicts Group, including two Conflicts Analysts and sixteen Conflicts Attorneys, while performing Conflicts searches for clients as well as Laterals.
Initiated and implemented IntApp Open, a risk management Conflicts and New Business Intake workflow software.
Supervised and budgeted Records Department staff of six, supporting over 200 attorneys.
Drafted and updated the Firm Retention Policy and oversaw all retention related procedures.
Developed Engagement Letter and Waiver Tracking program through SharePoint to enhance tracking accuracy.
Created Case Room Tracking program through SharePoint to catalog all case rooms, contents, and capacity.
Member of the firm’s Risk Management Team.
(NYC)
Records and Conflicts Manager
Kummer Kaempfer, LLP
10.2005 - 06.2009
Supervised and managed budget for records staff across statewide offices, overseeing training, procedure standardization, and performance evaluations.
Reduced staff from 12 to 6 through streamlining processes while increasing productivity.
Led conflicts check and intake process for all offices, ensuring effective management of potential conflicts.
Supervised Docketing Clerk.
Developed and enforced firm’s compliance and records retention policy to align with regulatory standards.
Chaired firm’s Electronic and Paper File Management Policy Committee.
(Las Vegas, NV)
Records Manager
Kaye Scholer, LLP
10.2000 - 05.2005
Managed budget and oversight for Records Department staff of 18, supporting 450 attorneys.
Drafted a firmwide Retention Policy, including compliance and destruction schedules.
Led two upgrades of firm’s Records Management System (LegalKEY), enhancing system functionality.
Supervised setting up of Records Department operations for new offices in Chicago and Frankfurt, Germany.
Developed standard Records Retention Policy for New York Bar Group, ensuring compliance with industry standards.
(NYC)
Records Manager
Nixon Peabody, LLP
05.1994 - 10.2000
Researched and implemented LegalKEY Records Management system, enhancing records accessibility and compliance.
Restructured Records Center into a centralized, efficient entity, pacing growth of NYC office from 40 to 75 attorneys.
Established billable rates for records staff, transforming department into profit center through training as junior paralegals and billing for litigation pleadings indexing, bates stamping, and document production.
Implemented chargeback fees to clients for records storage.
Reduced offsite storage costs by tightening inventory control and reducing daily runs.
Negotiated vendor contracts, achieving significant cost reductions on records supplies firmwide.
Initiated an efficient workflow system resulting in no staff increases in five years in the face of significant office growth.
Utilized leadership and communication skills to recruit and retain highly motivated employees.
Managed operations in NYC office.
Education
MASTER OF EDUCATION - Psychology and Community Relations
NORTHEASTERN UNIVERSITY
BOSTON, MA
BACHELOR OF BUSINESS ADMINISTRATION - Marketing and Advertising
NORTHEASTERN UNIVERSITY
BOSTON, MA
Skills
Paralegal
Document management
IntApp Open
IManage
LegalKEY
Elite 3E
SharePoint
Excel
PowerPoint
Outlook
OpenCorporates
Speaks German
References
References will be provided upon request
Timeline
Conflict and Compliance Analyst
Fennemore, LLP
04.2023 - Current
Manager/Conflict Screening Analyst
ArentFox Schiff, LLP
10.2021 - 10.2022
Records and Conflicts Manager
Patterson Belknap Webb & Tyler, LLP
05.2010 - 09.2019
Records and Conflicts Manager
Kummer Kaempfer, LLP
10.2005 - 06.2009
Records Manager
Kaye Scholer, LLP
10.2000 - 05.2005
Records Manager
Nixon Peabody, LLP
05.1994 - 10.2000
MASTER OF EDUCATION - Psychology and Community Relations
NORTHEASTERN UNIVERSITY
BACHELOR OF BUSINESS ADMINISTRATION - Marketing and Advertising